The army's "after-action reviews" help it perfect strategies and learn from mistakes. Which is exactly why you need to adopt the process.
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How tapping into the knowledge of designers can increase the visibility of your pitchbook content to make sure your key points land.
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In banking, focusing on practical skill development will get you far, but it won't get you the corner office. Clients need to like you before you can execute their deals.
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Why wanting to have a beer with someone is a better predictor of success than education, experience, knowledge, or intellect.
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It may have dwindled in popularity, but playing Liar's Poker allows bankers to practice and master important necessary skills.
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Pitchbook visualizations, like the data they contain, are nuanced. And what works for one banker may not work for another.
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How junior bankers should expand their network and the tactic they should avoid.
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Despite being a commonly used pitchbok visualization, pie charts are frequently misued. Here's why.
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The more often a client says yes, the more often a pitch leads to a mandate. And data visualizations can be used to get you there.
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It's not enough to just use a visualization, you have to transform the data into something meaningful first.
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If you can curate information to the needs and interests of clients, you can cut down on pitchbook churn.
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The popularity of infographics shows how different chart elements can be combined to tell a comprehensive story.
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As a banker, the best piece of career advice I ever received had nothing to do with scrubbing numbers, building models, or conducting an analysis.
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How adopting the kanban methodology, investment bankers can better manage and update client resources and strategies while on the move.
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How to balance a rich, layered story with the power of a single takeaway message by using the "less is more" approach.
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CFOs know their company share price. In fact, they know more about their company than any banker. So why tell them something they already know?
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esources to build better pitchbooks. From smart methods of data analysis and building impressive charts, to how to curate and craft the perfect message.
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You get to a client meeting and your 60 minutes is reduced to 30. How to use storyboarding and presentation practice to be prepared.
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